Tax Partner - Rockville jobs in United States
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Cherry Bekaert · 4 days ago

Tax Partner - Rockville

Cherry Bekaert is ranked among the largest assurance, tax, and advisory firms in the U.S., and has been providing elite accounting and advisory services for over 75 years. They are seeking a 1040 & Pass-through Partner to lead their Private Client Services practice in Rockville, MD, focusing on tax planning services for high-net-worth individuals and partnerships.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals
Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning
Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements
Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment
Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients
Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success

Qualification

Active CPA licensePass-through entity taxationComplex 1040 complianceOralLeadership skillsWritten communicationInterpersonal skillsAnalytical skillsStaff developmentProblem-solving skillsOrganizational skills

Required

Active CPA license required
Bachelor's degree in Accounting, Finance, or Economics required
Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance
Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning
Strong leadership and staff development skills
Excellent oral and written communication skills
Exceptional interpersonal skills for collaborating with partners and guiding clients
Excellent problem-solving, organizational, and analytical skills

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Company data provided by crunchbase